Cowen Analyst Becker 'Hopeful' FedEx Shares Have Reached the Bottom

The video discusses the current market outlook and challenges faced by companies, particularly focusing on FedEx and UPS. It highlights the impact of lowered earnings outlooks, transition years, and external factors like tariffs and trade slowdowns. The discussion also covers future prospects, emphasizing the competitive landscape between FedEx and UPS, their automation levels, and their leverage to the US economy.

What is the speaker's sentiment about buying the dip in the market?

• Optimistic, believing the bottom has been reached

• Pessimistic, expecting further declines

• Indifferent, not interested in market trends

• Neutral, unsure about market direction

What are some of the challenges mentioned that the company is facing?

• Leaving the Amazon business and integrating TNT in Europe

• Increasing product prices

• Reducing workforce

• Expanding into new markets

What is the speaker's outlook for the company in 2021?

• Neutral, expecting no significant changes

• Pessimistic, expecting more challenges

• Indifferent, not concerned about future prospects

• Optimistic, anticipating a better environment

How does FedEx compare to UPS in terms of automation?

• Neither company uses automation

• FedEx is less automated than UPS

• Both are equally automated

• FedEx is more automated than UPS

Which company is more leveraged to the US economy and air transport?

• Neither

• Both equally

• UPS

• FedEx